Editing account profiles

- [Instructor] Account profile pages…are accessed from anywhere in SalesforceIQ…by clicking on the name of the account.…And they fill a similar role to the contact profile pages…that we just looked at.…They give you a detailed overview…of basic account information.…A small account summary table…appears at the top of the profile page…and tells you what lists, if any,…that account is currently attached to.…You can add an account to a list…by clicking the Add to List button…and then, selecting the list.…

I'll select Opportunities and click Add.…Next, the page shows the Account Contacts…that have been linked and then,…an Accounts Properties panel…that contains the account's address information…and primary contact field.…I'll add in the address,…and then click to assign a primary contact.…I'll then search for Kim Brown,…who's the primary contact for this account,…select her name, and that assigns her as a primary contact.…

For all accounts, it's best to ensure…that you add a primary contact to this field…since accounts will often have multiple contacts…

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Released

9/28/2017

SalesforceIQ is a turn-key solution for small and medium businesses looking for a customer relationship management (CRM) system. In this course, Chris Mattia quickly gets you up and running with SalesforceIQ to manage your customers, sales, services, leads, accounts, and opportunities. Learn how to customize the account settings to meet the needs of your growing business, and build detailed records to track leads, opportunities, and existing customers throughout the sales pipeline. Discover how to track multiple pipelines with lists, and build event and communication logs to make sure everyone on the team has the latest information. Then find out how to build to-do lists with tasks, filter sales data, and run reports to track past performance and build accurate forecasts about future potential.